Wealth Preservation Literacy Discussion Forum

Tue Apr 26, 18:30 - Tue Nov 29, 19:15

Event is online

ABOUT

Wealth Preservation Literacy Discussion Forum


Wealth Preservation Literacy Discussion Forum is a monthly discussion session about wealth preservation literacy. 


The session will be for you if you answer yes to either of the questions.


  • Do you want to pay less tax legally?
  • Are you worried about your wealth protection?
  • Do you have properties in your name?
  • Do you want to know how best to structure businesses?
  • Do you want to know how to form trust?
  • Do you want to know how to tax efficiently structure-property deals? 
  • Do you want to know how to do administration of the deceased estate?
  • Are you getting divorced?
  • Are you getting married?
  • Do you have children from previous relationships?
  • DO you have kids outside your marriage?


The areas of focus will be the followings topics;


  • Property deals structuring and restructuring 
  • Trusts administration
  • Trusts formations
  • Trusts tax planning
  • Individual tax planning
  • Corporate tax planning
  • Divorce and death tax planning
  • Last Wills and Testamentary trust tax planning
  • Marital property regime
  • Financial education literacy
  • Financial planning
  • Deceased estate administration
  • Deceased estate tax planning
  • National treasury budget speech tax section interpretation


You are also encouraged to send us questions in advance using the link below.


https://forms.gle/XfrvnCN4VmWco7j47